PETER HEADING
Financial Adviser Ā· Glenelg North, SA
š Qualifications & Training
2002 - Certificate IV Assessment & Workplace Training - - RMIT University
2004 - Certificate IV in Financial Services (General Insurance) - - Australian & New Zealand Institute of Insurance & Finance
2008 - Diploma Of Financial Services (Financial Planning) - Diploma (AQF 5) - FINSIA
2012 - Master Of Financial Planning - Masters Degree (AQF 9) - University Of The Sunshine Coast
2014 - Self Managed Super Funds - Other - Kaplan Professional
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
ā¹ļø What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.